Portfolio Manager, CEO
Tim is a Portfolio Manager, Analyst, Client Advisor and GPM Shareholder. He formed employee-owned GPM in 1993 to manage money for private clients and advise on financial planning strategy and investing. Tim’s experience is leveraged across GPM mission, portfolio strategy, research focus, investment process execution, managing growth and balanced portfolios on a discretionary basis, and engaging productively with clients.
Tim began his investment career in 1981 as a registered representative (broker) with Chubb Securities Corporation. In 1986 he joined Investment, Management & Research, Inc. (IM&R), then a subsidiary of Raymond James Financial, Inc. as a broker and in 1990, as a Registered General Securities Principal (Series 34) and branch manager. In 1984, Tim earned the Certified Financial Planner (CFP) designation from the College for Financial Planning - Denver, Colorado.
Away from work, Tim enjoys time with his wife since 1982, their kids, extended family and friends. He maintains a disciplined daily fitness regimen with time in the gym, and outdoor activities - hiking, jogging, walking, biking and occasionally, trout fishing.